The Client Advocate is responsible for maintaining and cultivating client relationships. The Client Advocate role has a strong connection to the client’s business and a fundamental understanding of its industry. The Client Advocate contributes to and generates new opportunities with prospects by developing and closing on expanded business services, products and solutions with existing clients. Client Advocates drive the RFP response process including coordination of key internal stakeholders, work in conjunction with the RFP team on the overall response presentation and participate in or lead the oral presentation. As a Client Advocate are responsible with developing innovative solutions. Client facing responsibilities expected to be 90%.
A Client Advocate (CA) will need to have:
- Strong negotiation skills
- Strong management skills (mentoring and leading ACAs)
- Strong project management skills
- Strong presentation skills
- An advocate for change
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
The Role
As a senior member of the organization, you will have additional responsibility serving as:
- A mentor to colleagues
- A Subject Matter Expert for one or more lines of business and/or Industry Vertical and/or
- A Team Leader
- Contributes to new business opportunities for new clients and develops business opportunities with existing clients
- Drives the RFP response process, including review, identification, and coordination of resources and expertise required, and ultimate document ownership
- Engages with sales and broking to understand marketplace changes
- Retains existing book of business and develop and strengthen client relationships – recognized as primary client relationship contact
- Establishes comprehensive understanding of client’s industry, business, and objectives
- Provides strategic planning and consulting advice to clients; monitors insurance and risk management needs in collaboration with WTW resource, practice, and industry groups. Recommends appropriate solutions throughout the policy term (including acquisition due diligence)
- Drives creation and delivery of E365 Plan and Client Stewardship report
- Identifies, engages, and integrates delivery of all WTW internal resources to deliver on the client experience
- Leads and mentors account team members
- Maximizes the profitability and retention of their book of business
- Negotiates, creates, and delivers fee/compensation agreements to clients
- Informs client’s insurance program design and strategy by working in conjunction with Broking to ensure utilization of appropriate analytical tools
- Drives design and delivery of client presentations/proposals, client advocacy reports, client service plans and schedules
- Drives the renewal process to establish and implement the client-specific renewal strategy. Collaborates with WTW resource, practice, and industry groups to develop and deliver renewal to clients.
- Ensures Group policy requirements (legal, regulatory & compliance) are met
- Other duties as identified and appropriate to ensure exceptional client experience
